Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,003 | $102,393+31.8% | $147,041-8.2% | $80,911+66.9% |
| Participation rate | 86.8% | 75.9%+10.9pp | 82.2%+4.6pp | 67.6%+19.1pp |
| Annual return | 14.46% | 134.95%-120.5pp | 419.21%-404.8pp | 35.63%-21.2pp |
| Employer contribution / active EE | $2,410 | $3,715-35.1% | $4,935-51.2% | $2,756-12.6% |
| Participant deferral / active EE | $8,122 | $6,647+22.2% | $8,071+0.6% | $4,297+89.0% |
| Admin fee / account holder | $12,036 | $7,943+51.5% | $13,006-7.5% | $6,935+73.6% |